ICT manufacturing
  • Manufacturers have to apply industrial AI to production lines to solve problems that have never been identified before, according to Jay Lee, vice chairman of Foxconn Industrial Internet (FII), a maker of networking devices for IIoT-based smart manufacturing.
  • Foxconn is not satisifed with its role as merely the biggest EMS provider in thew world, as its latest deployments have demonstrated its ambitions in building an ecosystem that includes semiconductor and brand businesses. Meanwhile, some...
  • Foxconn
    Foxconn Technology Group, gearing up to build its own semiconductor ecosystem, is expected to activate a new round of acquisition deals to fill up the gaps in its supply chain, according to industry sources.
  • smartphone
    Taiwan's cooling module suppliers are set for robust growth in 2020 and beyond driven by demand for heatpipe- or vapor chamber (VC)-based heat dissipation solutions from the smartphone sector, according to industry sources.
  • For the IT industries, there are still many uncertainties, such as the outcome of the US-China trade talk, lying ahead for the rest of the year. TSMC's better-than-expected second-quarter sales may prompt optimism, but it remains to be seen whether its biggest client, Apple, can wow the market with...
  • Notebook ODMs remain cautious about 2H19
    Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious.
  • Top executives from Taiwan's flat panel and IPC industries have called for more government support in terms of policy commitment and funding to facilitate the development of innovative display products and application technology for smart living.
  • Taiwan and North America become new investment targets for server players
    The supply chain of servers and network communication devices has continued shifting their production out of China with Taiwan and North America being the two major choices for the relocations, according to sources from the server industry.
  • The US and China m ay have entered into a truce to their trade war, but for Taiwan's notebook ODMs that means clients are now less eager to build up their inventory, affecting their shipments during the traditional peak season in the...
  • Foxconn Technology Group (Hon Hai Precision Industry) has announced first-half 2019 consolidated revenues rose 5.1% from a year earlier to NT$2.22 trillion (US$70.9 billion) with the amount in June increasing 3.2% on month and 1.71% on year to arrive at NT$396.54 billion.
  • ODMs may see 2H19 shipments to stay flat from 1H19
    Inventec has reported June revenues surged 16.7% sequentially, while other Taiwan-based ODMs are also expected to post substantial revenue increases for the month.
  • Taiwan's exports reached a total value of US$28.39 billion in June 2019, the highest-ever for the month, with growths of 2.4% sequentially and 0.5% on year, according to the Ministry of Finance (MOF).
  • Mechanical motion control component and industrial robot maker Hiwin Technologies has reported consolidated revenues of NT$2.084 billion (US$66.4 million) for June, increasing 1.91% sequentially but decreasing 22.75% on year.
  • Huawei may resume notebook production and development soon
    ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the Chinese client will resume.
  • Nintendo is said to have relocated a small portion of its Switch console manufacturing to Vietnam while still keeping most of its production lines in China, according to industry sources.
  • foxconn
    Foxconn Technology Group is likely to kick off construction of a 12-inch wafer fab in 2020 in Zhuhai, southern China in cooperation with the city government there, and will operate the plant as an IDM to satisfy the group's own demand for 8K, 5G and AI chip solutions, according to industry sources.
  • Microsoft Corporate Vice President Julia Liuson
    Microsoft corporate vice president Julia Liuson expects shortages of worldwide software development engineers to expand to one million in the next five years as the business opportunity of AIoT will shoot up.
  • High-tech Industry general manager
    Demand for collaborative robots is fast growing because they are safer to human workers than conventional industrial robots. But the priority given to safety, which is restricting collaborative robots' speed and efficiency, is deterring some makers from adopting them, according to Wang Liang-kuo, Epson...
  • Foxconn Technology Group has entered a new era after its new chairman Young Liu, who replaced Terry Gou, and a newly-formed nine-member operation committee officially took office July 1. But the new management team will face a spate of challenges over how to steer business upgrades and transformations...
  • The shortages of manpower in Taiwan's IT industry have worsened, fueled by the government's push for its "5+2" industrial innovation plan and its efforts to persuade Taiwanese companies to move back from China.
  • In 2018, 46.7% of Taiwan-based manufacturers undertook production in China (including Hong Kong) for exports, slipping 1.2pp on year, according to a sample survey of 2,734 companies conducted by Ministry of Economic Affairs (MOEA).
  • Despite the recent successful launch of Taiwan's Formosat-7 satellite constellation, some Taiwanese firms have felt disappointed that the space facility contains no crucial components made domestically, urging the government to help bring their products into the space, according to industry sources.
  • Shuttle, which is primarily focusing on own-brand mini PC and notebook OEM businesses, has crossed into the development of object identification, AIoT and long-term care solutions, hoping to improve its sales and gross margin. The company expects its operation to turn profitable in 2020.
  • Falcon Heavy rocket carrying Formosat-7 at the John F Kennedy Space Center
    Taiwan's Formosat-7 satellite constellation was launched at the John F Kennedy Space Center in Florida, the US on June 25.
  • foxconn
    Foxconn Technology Group has established complete 8K+5G ecosystems, marking another big step forward in the group's development roadmaps beyond cloud computing, mobile devices, IoT, big data, smart living and robots, according to Lu Fang-ming, chairman of Foxconn's telecom arm Asia Pacific Telecom...

Taiwan handsets – 1Q 2019

Already detrimental to Huawei's smartphone business, the US ban will impact the telecom and enterprise equipment market in the long run

Taiwan LCD monitors – 1Q 2019

Global AIO PC shipment forecast and industry analysis, 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

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